FFWM
BIRD icon

Future Financial Wealth Management’s Smartbird Inc BIRD Stock Holding History

Future Financial Wealth Management’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$2.83K – 152
2025
Q3 		$2.83K Hold
500
– – ﹤0.01% 431
2025
Q2 		$5.32K Buy
+500
New +$3.5K ﹤0.01% 400

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Future Financial Wealth Management's BIRD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Smartbird Inc (BIRD) in Q4 2025, closing a stake of 500 shares — an estimated $2.83K sold.

Future Financial Wealth Management first reported a position in BIRD in Q2 2025 and held it in 2 quarters. The position peaked at $5.32K in Q2 2025. 39 funds tracked by Wall St. Rank hold BIRD as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Smartbird Inc position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 500 Smartbird Inc shares in Q4 2025, an estimated $2.83K.
  • Future Financial Wealth Management first reported a position in Smartbird Inc in Q2 2025 and held it in 2 quarters.
  • Future Financial Wealth Management's Smartbird Inc position peaked at $5.32K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.